Estate Planning
What Is a POD Account?
Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.
June 11, 2021
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Estate Planning
What Does Tax Proposal Mean for Estate Planning?
Wealthy families could face combined tax rates of as much as 61% on inherited wealth under President Joe Biden’s tax plan, according to a recent analysis.
June 10, 2021
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Estate Planning
June 9, 2021
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Estate Planning
Tackling Estate Plan Quarter by Quarter
Death, taxes and our fingers are a few things we can count on. As for the former, taxes will be owed, and death is certain.
June 8, 2021
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Estate Planning
How Do I Address Digital Assets in Estate Planning?
Digital assets are part of your legacy. It’s important to plan for how you want them to be managed after you’re gone.
June 7, 2021
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Estate Planning
How to Avoid Basic Estate Planning Miscues
In some cases, estate planning can be quite simple. In others, it can be a complex process with far-reaching consequences. In either case, it is important to review your wishes and have the proper documents prepared to ensure that they are followed at your death.
June 5, 2021
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Estate Planning
What Does the Executor Do?
If the deceased has a will, it usually names a close relative, friend, accountant, attorney or financial institution to act as executor of the will.
June 4, 2021
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Estate Planning
What Does SLAT Mean in Estate Planning?
These spousal trusts are garnering attention as estate and gift tax exemptions are poised for overhaul.
June 3, 2021
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Estate Planning
Common Mistakes when Making Beneficiary Designations
Once you’ve bought an annuity or a life insurance policy and named your beneficiaries, you may never think about those beneficiary designations again. However, that could be a big mistake.
May 18, 2021
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Estate Planning
Why Would I Need a Living Trust?
Have you made any plans to distribute your assets and take care of your family, when you die or become incapacitated?
May 17, 2021
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